Thrive and prosper, every step of the way
Protect what matters with HSBC's EliteWealth. Pay your premiums for 5 years to help manage your cash flow and get death coverage until you're 100 years old. Then customise your portfolio when you need to with diverse funds that match your risk tolerance and goals – we'll handle the rest.
Here's what you get with HSBC's EliteWealth
Pay for a limited time but protect for a lifetime
Fund your future with lifelong protection and growth.
- Manage your cash flow with a premium payment term of only 5 years
- Feel the benefit from your investment funds and get death coverage until you are 100 years old
- Enjoy greater peace of mind with a reliable safety net for you and your loved ones
Invest smart, grow smarter
Pay your premiums consistently and switch up your fund selection to reach your goals.
- Reduce your risk and exposure to market volatility when you regularly invest a fixed amount of money
- Tailor your portfolio to suit your needs and risk tolerance with fund switching
Elevate your wealth with HSBC's EliteWealth Plus
Boost your Loyalty Bonus further to 22% or a total of 25% of your latest annual basic premium with different payout options. You can also enjoy more flexibility when cashing out.
- Enjoy a premium payment term of just 6 years
- Get a one-off 22% payout at the end of your 6th policy year[@elite-wealthplus-15]; or a total payout of 25% in 3 instalments at the end of your 3rd, 6th and 9th policy year instead[@elite-wealthplus-22]
- Cash out your investment gains without paying any partial withdrawal penalty charges[@elite-wealthplus-nopenalty]
What you need to know
Are you eligible?
To apply for HSBC's EliteWealth or EliteWealth plus investment-linked insurance plan, you need to:
- Have a life assured entry age between 15 days to 70 years old
- Have a payor or applicant entry age between 18 to 100 years old
Ready to apply?
If you're ready to apply for HSBC's EliteWealth or EliteWealth Plus investment-linked insurance plan, we recommend that you talk to your Relationship Manager.
You can also book an appointment online to apply in your local HSBC branch. We recommend using the latest version of Chrome or Safari to do so.